Investment Trader

D&D Insurance Agency Inc

Not specified; not specified; competitive compensa...
Not specified
Strong analytical skills for market trends
Advanced understanding of broker-dealer processes
Experience with electronic trading networks
D&D Insurance Agency Inc is seeking an Investment Trader to manage and execute trades within their proprietary investment lineup, requiring strong analytical skills and financial knowledge. The position emphasizes collaboration with the portfolio management team, oversight of investment portfolios, and adherence to regulatory standards

Job Summary

  • This position plays a crucial role in executing trades and managing Integrity Wealth's proprietary investment lineup across various securities.
  • The Advisory Trader requires strong analytical skills and market knowledge to optimize investments through electronic trading networks.
  • Integrity offers a competitive compensation package and a family-like environment focused on helping people protect their life, health, and wealth.

Matching Summary

Match Score: 85

D&D Insurance Agency Inc is seeking an Investment Trader to manage and execute trades within their proprietary investment lineup, requiring strong analytical skills and financial knowledge. The position emphasizes collaboration with the portfolio management team, oversight of investment portfolios, and adherence to regulatory standards.

Salary

Not specified; Not specified; Competitive compensation package including benefits

Skills & Requirements

Must-have

  • Strong analytical skills for market trends
  • Advanced understanding of broker-dealer processes
  • Experience with electronic trading networks
  • Knowledge of risk management strategies
  • Proficiency in financial software platforms

Nice-to-have

  • Ability to deliver big ideas that drive results
  • Exceptional written and verbal communication
  • Collaborative approach with portfolio management teams
  • Interest in insurtech and innovative wealth solutions

Key Requirements

  • 2-3 years of financial services experience
  • 1 year experience trading equities and fixed income
  • Four-year college degree in Finance or Economics
  • FINRA Series 7 license required
  • Series 65/66 required within 6 months

Work Rights

Not specified

Tailored Resume

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